The combination of value and momentum has been shown to be a winning formula in stock investing, and quantitative guru James O’Shaughnessy’s firm says the data shows it’s a recipe…
The Gurus Go Old School Tech
Are we in the midst of another tech bubble? Recent headlines proclaimed that noted bubble-caller and Nobel Prize-winning economist Robert Shiller had said so, but in his latest for Canada’s…
Grantham: It's Not A Bubble -- But It Probably Will Be
While some have been raising the notion that stocks are in a bubble, top strategist and noted bubble identifier Jeremy Grantham doesn’t seem to be seeing one — though he…
Finding Dividends In An Unexpected Place
Looking for strong dividend stocks? Some top fund managers are finding them in an unlikely place: the tech sector. (more…)
Don't Let Your Brain Bully You Into Taking On Too Much Risk
Many investors who have missed out on much or all of the bull market gains since 2009 are now rushing back into stocks, The Wall Street Journal’s Jason Zweig says.…
Indicators Say Market Top Not Near
As the bull market has run longer and higher, many have been speculating about whether we’re nearing a market top. In a recent Bloomberg View column, Barry Ritholtz turns to…
Cooperman: Bull Won't Rage, But It'll Continue
Hedge fund guru Leon Cooperman doesn’t think we’ll see a “raging” bull market going forward, but he is still finding pockets of value in stocks. (more…)
One Country And Four Sectors Robert Shiller Likes Now
Nobel Prize-winning Yale Economist Robert Shiller recently appeared on WealthTrack and offered some of his thoughts on where he’s been finding value in the stock market. (more…)
Trouble May Be Coming, But Ride It Out, Bogle Says
Legendary Vanguard Founder Jack Bogle says stocks may well at some point face a “judgment day” that could mean big short term declines, but he’s not advising that investors try…
Klarman Worried About Valuations
Seth Klarman, the conservative, value-focused hedge fund guru, is concerned about valuations. (more…)